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FSE: Add a filter to determine whether a theme should use the Site Editor #31235

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scruffian
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@scruffian scruffian commented Apr 27, 2021

Description

This is a different approach to #30760.

A universal theme should work with both Classic site editing tools (Customizer/Menus/Widgets) or the new Site Editor. If a theme wants to use the Site Editors, it needs to have template in the block-templates directory, so to enable FSE for a universal theme, changes would be necessary to the theme file structure. This filter allows themes to opt out of the Site Editor by changing the value it returns, without having to move files around. This would allow us to enable/disable FSE for particular users/themes as we need without updating themes themselves.

How has this been tested?

Screenshots

Types of changes

New feature (non-breaking change which adds functionality) -->

Checklist:

  • My code is tested.
  • My code follows the WordPress code style.
  • My code follows the accessibility standards.
  • I've tested my changes with keyboard and screen readers.
  • My code has proper inline documentation.
  • I've included developer documentation if appropriate.
  • I've updated all React Native files affected by any refactorings/renamings in this PR (please manually search all *.native.js files for terms that need renaming or removal).

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Total Size: 1.39 MB

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@scruffian scruffian requested review from youknowriad and mtias April 27, 2021 14:16
@scruffian scruffian changed the title FSE: Add a way to filter whether a theme should use FSE FSE: Add a way to filter whether a theme should use the Site Editor Apr 27, 2021
@scruffian scruffian changed the title FSE: Add a way to filter whether a theme should use the Site Editor FSE: Add a filter to determine whether a theme should use the Site Editor Apr 27, 2021
@carlomanf
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What kind of conditions are you thinking of, that would have the filter return false? The presence of content in the theme's widget areas and menus? An option that the user can control?

Is it maybe even worth revising the default condition, because especially for hybrid themes that have a mix of block templates and PHP templates, the mere presence of /block-templates/index.html does not necessarily justify the disabling of Customizer/Widgets/Menus.

@carolinan
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carolinan commented Apr 28, 2021

But this is not correct? If a theme wants to use the Site Editors, it needs to have template in the block-templates directory
A theme does not need to have HTML templates for the template editing mode to be enabled.
This can already be disabled with the remove_theme_support( 'block-templates' );

The site editor is not planned to be merged as is neither in 5.8 or 5.9 right now, so is the goal only to disable this when the plugin is enabled?

@scruffian
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The site editor is not planned to be merged as is neither in 5.8 or 5.9 right now, so is the goal only to disable this when the plugin is enabled?

Yes that's right. If I am running the latest Gutenberg I might still want to opt users out of the Site Editor.

What kind of conditions are you thinking of, that would have the filter return false? The presence of content in the theme's widget areas and menus? An option that the user can control?

These are some options. I might also want to do it for new users but not older ones. Or Admins only etc.

@aristath
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aristath commented Apr 28, 2021

Maybe instead of adding a new filter, we should examine where gutenberg_is_fse_theme is used, and change it to gutenberg_supports_block_templates instead? That would allow the theme-support to be used properly, and seems like a more prudent path forward since it would fix something instead of introduce something new.

@carolinan
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carolinan commented Apr 28, 2021

But themes are already "opting out" of the site editor by not adding the index.html template.
I don't understand from the description if you are opting in our out because both are mentioned,

If a theme wants to use the Site Editor, it needs to have template in the block-templates directory,
This filter allows themes to opt out of the Site Editor

The use templates but not the site editor, use the template editing mode to create and edit templates.

@scruffian
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I want the freedom to do both without changing my theme's code. If I include block templates in a theme which is running the Gutenberg plugin, then I am forced to use the Site Editor. I want to be able to turn it on/off without updating the theme.

@carlomanf
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I think I see what you're trying to do, but the implementation is a bit confusing.

What about the following as an alternative approach:

  1. Remove the function gutenberg_supports_block_templates and replace all calls with current_theme_supports( 'block-templates' ) as it was just a wrapper anyway

  2. Also remove gutenberg_is_fse_theme and replace with a new theme support 'full-site-editing' that effectively goes one step further than 'block-templates'

    i. Gate the Site Editor behind current_theme_supports( 'block-templates' ) && current_theme_supports( 'full-site-editing' ), i.e. it requires both theme supports and the presence of one without the other will fail

    ii. Gate the Customizer/Menus/Widgets behind ! current_theme_supports( 'full-site-editing' ) || ! current_theme_supports( 'block-templates' ), i.e. they will always load unless both theme supports are present

  3. In the same place where the plugin/core adds default theme support for 'block-templates', it should also conditionally add default theme support for 'full-site-editing' if is_readable( get_stylesheet_directory() . '/block-templates/index.html' )

  4. Now, themes can modify both theme supports in their functions.php and plugins can control them as well

I think the effect is the same as what you are doing with the filter, but hopefully it's more intuitive for theme developers to make sense of, because it's just two theme supports where one is a subset of the other.

@carolinan
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I want to be able to turn it on/off without updating the theme.

Themes would still need to be updated to use new filters or new theme support.

Is the problem not that the menu items for the widgets and customizers are hidden? Then revert that change?

@carlomanf
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I want to be able to turn it on/off without updating the theme.

Themes would still need to be updated to use new filters or new theme support.

Is the problem not that the menu items for the widgets and customizers are hidden? Then revert that change?

I was also confused at first, and I don't think the openers of the issues explained it very well. The way I'm thinking about it now is it just allows the editing mode to be controlled with a switch, rather than having it pre-destined by the structure of the theme. The switch could be operated by themes, plugins or core.

@scruffian
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Themes would still need to be updated to use new filters or new theme support.
it just allows the editing mode to be controlled with a switch, rather than having it pre-destined by the structure of the theme. The switch could be operated by themes, plugins or core.

Exactly, filters can be modified by a plugin as well as a theme. The theme could also expose an option to the user to give them the ability to switch between the Site Editor and the Customizer.

@scruffian
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Is the problem not that the menu items for the widgets and customizers are hidden? Then revert that change?

I don't think we can do that because we don't want to expose users to the customizer/widgets at the same time as the Site Editor - it should be one or the other but not both.

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Exactly, filters can be modified by a plugin as well as a theme. The theme could also expose an option to the user to give them the ability to switch between the Site Editor and the Customizer.

I think that this fact makes the proposed approach preferable to relying solely on theme support (even though theme support checks could be used in gutenberg_is_fse_active function I mentioned above).

@@ -11,7 +11,8 @@
* @return boolean Whether the current theme is an FSE theme or not.
*/
function gutenberg_is_fse_theme() {
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@vindl vindl May 5, 2021

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Maybe some confusion is stemming from the fact that we are using this function to gate FSE features/functionality in different places. Would gutenberg_is_fse_active with a filterable return be a more appropriate name? It could even wrap the existing gutenberg_is_fse_theme function, theme support checks, and in general allow for more complicated checks in the future if needed.

@carlomanf
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Exactly, filters can be modified by a plugin as well as a theme. The theme could also expose an option to the user to give them the ability to switch between the Site Editor and the Customizer.

I think that this fact makes the proposed approach preferable to relying solely on theme support (even though theme support checks could be used in gutenberg_is_fse_active function I mentioned above).

Plugins can add and remove theme support as well. Although I like the idea behind this branch, I'd be disappointed if it were merged in its current form, because it's a complicated mix of theme supports, filters and boolean functions that could be greatly simplified as I explained earlier.

@youknowriad
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So I have been thinking and discussing this more with folks, and here's my current understanding:

  • Folks want to be able to build themes that work regardless of whether Gutenberg is enabled or not.
  • Folks want to be able to use the Site Editor when the Gutenberg plugin is enabled but also want the possibility to force these hybrid themes to behave and work like a classic theme: basically this means, they start working on the transition to FSE themes, the bundle their templates and template parts in the same theme, and they use APIs like Ari's addition here Add do_block_template_part function #30345 and do_blocks to make these themes work as classic themes too.

I can now understand more the need for a filter for "force" these hybrid themes to behave as classic themes even if they are also FSE themes. In other words, I think instead of a filter that is called is_fse_theme which can result in breakage (non fse themes being marked as fse for instance), why not having a filter that is more force_classic_theme or something like that and only applies to FSE themes? Not a strong opinion.

I'm also uncertain whether that filter should land in Core, I mean once FSE themes are in Core, hybrid themes should just behave as FSE themes.

@carlomanf
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which can result in breakage (non fse themes being marked as fse for instance)

#31633 is related.

@mattwiebe
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mattwiebe commented May 11, 2021

Thinking a bit more about this. Essentially what we want is to is to prevent the theme from using the block editor while it's still under development inside the Gutenberg plugin, but be ready to use FSE once it's launched in core?

If that assumption is correct, then whatever we pick should be marked as __unstable and not carried forward once FSE is merged into core.

We could use:

  1. a filter like add_filter( '__unstable_disable_fse', '__return_true' )
  2. add_theme_support( '__unstable_disable_fse', true )
  3. an entry in theme.json

And then check for whichever method we use inside of gutenberg_is_fse_theme(), with clear communication about that method going away once FSE lands in Core.

@pbearne
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pbearne commented May 31, 2021

We need a way for a theme to manage turning on/off full site editing
I am working on a block theme and we what to support FSE but we have already installed sites that may or not what to swap to the managing the head/menu and footer in FSE so we need to be able to manage the migration of the current settings to FSE blocks (and maybe back) in a controlled way
Without this, I believe we will have to fork the theme which means we can't support FSE until much later
It is a must-have for themes to have the ability to both FSE code and pre-FSE template files in the same code base control which is loaded via settings

@Copons
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Copons commented Jun 15, 2021

Exactly, filters can be modified by a plugin as well as a theme. The theme could also expose an option to the user to give them the ability to switch between the Site Editor and the Customizer.

Without this, I believe we will have to fork the theme which means we can't support FSE until much later
It is a must-have for themes to have the ability to both FSE code and pre-FSE template files in the same code base control which is loaded via settings

I very much agree with these.

Splitting a theme into two development flows to support both classic and FSE is an unnecessary overhead for theme developers.

The filter proposed here would let users just flip a switch to choose their preferred experience, without having to go out and pick another theme — which is arguably a very confusing UX.

I think that this fact makes the proposed approach preferable to relying solely on theme support (even though theme support checks could be used in gutenberg_is_fse_active function I mentioned above).

This sounds reasonable to me.
I got a little thrown off by the filter, because gutenberg_is_fse_theme sounds incorrect. Like, the theme is still a FSE theme, but we want to programmatically disable FSE.

I don't have a strong opinion between gutenberg_is_fse_active and __unstable_disable_fse suggested by @mattwiebe. I think most filters are declined as positive, but I might very well be wrong.


EDIT: what would happen if the filter was used in the opposite way, to force enable FSE on a non-FSE theme?
Or, in other words, how bad could it be to load FSE on a theme without HTML templates? 🤔

@mattwiebe
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what would happen if the filter was used in the opposite way, to force enable FSE on a non-FSE theme?
Or, in other words, how bad could it be to load FSE on a theme without HTML templates?

Not that bad! The frontend is unaffected, and the Site Editor simply fails to load. (Tested with Twenty Twenty and a simple return true atop gutenberg_is_fse_theme()

The fact that the impact of a false positive is pretty limited and that it opens up the path towards transitional/universal themes makes me think that there's little reason against this, and many reasons for it.

And it would allow somebody to make a "Classic Themes" plugin akin to the Classic Editor plugin for all those who hate and fear change. It would be as simple as:

add_filter( 'gutenberg_is_fse_theme', '__return_false' );

@mtias
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mtias commented Jun 22, 2021

A "universal theme" is just a theme that's capable of running in both environments without separate bundles and should not mind in the least which one gets used. It should not be a concern of the theme to have to choose or manage the context in which it gets loaded. Whether WordPress needs a way to filter out the site editor is a separate consideration — it might look the same (as in, a theme can still access those mechanisms) but is quite different conceptually. It is important that this doesn't become entangled with themes because that will create a cascade of complexity with themes managing the experience in different ways, which will result in inconsistencies.

For this reason, we should begin by identifying exactly the scenarios where such a setting would be toggled and then reason about its implications. (For example, it could be a wp-config constant.)

@scruffian
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One scenario in which this toggle would be useful is to run block themes on a site where we don't want to enable the site editor. With the Gutenberg plugin we could launch sites with block themes today, but we might not want users to be opted into the Site Editor.

@mtias
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mtias commented Jun 22, 2021

Wouldn't "not run the site editor" be the equivalent of "don't run the gutenberg plugin"? That use case is very clearly unrelated to the nature of the theme and more about controlling WordPress functionality, so the filtering gutenberg_is_fse_theme doesn't seem correct: the theme is indeed FSE capable you just don't want the site editor to run.

@scruffian
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Wouldn't "not run the site editor" be the equivalent of "don't run the gutenberg plugin"?

No I don't think so. For example if I want to use a block theme then I want to use the Navigation block which means I need Gutenberg installed, since its not shipping in 5.8, but that doesn't mean I want to enable the Site Editor.

I do agree that this might not be the best place for the filter. What do you think about adding a checkbox for the Site Editor in the experiments page of Gutenberg?

@aristath
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Just making sure we take this into account:
I think we should consider the long-term implications here. Short-term, opting-out of features may make sense 'cause we're entering a transitional phase. But once things get in, they're in for the long term and we won't be able to remove them for years.
Adding a filter sorta makes sense now. But will that filter make sense 3 years from now? Does it fit the long-term plans or does it only serve the transition? Is it just a bandaid 'cause right now we don't have a better solution, or is it applicable regardless? 🤔

@mtias
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mtias commented Jun 22, 2021

The navigation block not being present in core is a temporary measure, we should not introduce a filter (that people would use and establish a contract with) for something that is transient. A setting in the experiments page could make sense, but a lot depends on where #29630 lands, as "site editor" might not be a single thing.

If there's a huge need in the interim perhaps we can have a filter named __experimental or __temporary.

@Copons
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Copons commented Sep 21, 2021

@scruffian I think we can close this!

@scruffian
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Yeah, good idea

@scruffian scruffian closed this Sep 21, 2021
@scruffian scruffian deleted the add/filter-guternberg-is-fse-theme branch September 21, 2021 16:03
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10 participants